Arete Advisors provides investment management services on both a discretionary and non-discretionary basis. They also offer services to retirement plans and financial planning and consulting services. For investment management, Arete may use managed portfolio platforms available through LPL Financial. Financial planning covers areas like college funding, retirement, insurance, and estate planning. Consulting services include business valuation and exit planning.
Assets Under Management$49M
Clients91
Advisors1
Avg. per Client$530K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.55% |
| $500K - $750K | 1.40% |
| $750K - $1.3M | 1.25% |
| $1.3M - $2.0M | 1.10% |
| $2M+ | 1.00% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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